AstraZeneca
AZN
380 hedge funds and large institutions have $8.01B invested in AstraZeneca in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 26 closing their positions.
178% more call options, than puts
Call options by funds: $191M | Put options by funds: $68.6M
162% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 26
18% more capital invested
Capital invested by funds: $6.81B → $8.01B (+$1.2B)
11% more funds holding
Funds holding: 343 → 380 (+37)
5% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 125
0.03% less ownership
Funds ownership: 10.47% → 10.44% (-0.03%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$225M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.2M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$84.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$67.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$143M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$125M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$66.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$60.8M |
| 5 |
Two Sigma Investments
New York
|
-$49.4M |
AZN Hedge Fund Activity: Q4 2013 in Review
380 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2013, worth a combined $8.01B — up 18% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AZN positions and 26 closed out — a net gain of 42 holders — while 131 added to existing stakes and 125 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $225M. The largest seller was UBS, cutting an estimated $143M.
- 380 institutional investors held AstraZeneca (AZN) as of Q4 2013, up from 343 in Q3 2013.
- Funds reported $8.01B of AstraZeneca stock for Q4 2013, up 18% quarter-over-quarter.
- 68 funds opened new AstraZeneca positions in Q4 2013 and 26 closed out, a net change of +42 holders.
- The largest AstraZeneca buyer in Q4 2013 was Wellington Management Group, an estimated $225M added.
- The largest AstraZeneca seller in Q4 2013 was UBS, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2013.